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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

#WealthManagement #FinancialRoadmap #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Ready for life's next big adventure? 🎓🏠🏖️

From crushing your career goals to buying your first home, every milestone is a happy hurdle. But sometimes life can throw a curve ball and it's reassuring to have backup.

Get the coverage you need to tackle whatever life throws your way. Until December 31, score major savings on critical illness insurance when you bundle it with term insurance*. That's hundreds of dollars off your premiums for the entire policy. Meaning more cash in your pocket for the important stuff (like that dream vacation or next sporting event).

Let's chat and get you covered!

*Terms and conditions apply (because, you know, fine print and all)
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.

From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.

#SmallBusiness #CanadianBusiness #CanadianSmallBusiness #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
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Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️

Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/

Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings

Don't leave your future to chance. Start planning today for a worry-free tomorrow.

#RetirementPlanning #FinancialFreedom #SunLifeCanada #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

#RetirementPlanning #FinancialFuture #SunLifeOnePlan #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/

Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes

Prepare for your family's future. Need some guidance? Let's connect.

#EstatePlanning #FinancialManagement #FinancialRoadmap #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

#SunLifeOnePlan #FinancialSecurity
Celebrating Small Business Week: October 19-25 🛒💼🖥️

Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.

That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees

Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱

#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Wishing you a bright and prosperous Diwali!

As the festival of lights illuminates homes and hearts, warmest wishes are extended to you and your loved ones this Diwali.

May this occasion bring you joy that sparkles, success that shines, health that glows and prosperity that blooms.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
🎉 It's Small Business Week 2025! 🚀

To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.

This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!

#SmallBusinessWeek2025 #EntrepreneurSpirit #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.

#WealthPreservation #InnovativeFinance #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
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Did you know that scammers often target retirees and older adults? 🤔 Common scams include:
• Phone scams
• Identity theft
• Investment scams

What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒

https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.

#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.

#SunLifeOnePlan #Insurance #YourWealth
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.

#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.

A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect